June 20, 2018 8:27 AM ET

Insurance

Company Overview of LifeMark Partners, Inc.

Company Overview

LifeMark Partners, Inc. operates as an insurance marketing organization in the United States. The company provides specialized insurance solutions. It operates in partnership with retail insurance channels, national and regional broker dealers, independent financial planner networks, and banks that serve the wealth management marketplace. LifeMark Partners, Inc. was formerly known as LifeMark Distributors Inc. and changed its name to LifeMark Partners, Inc. in November 2001. The company was incorporated in 2000 and is based in Linthicum Heights, Maryland.

1306 Concourse Drive

Suite 350

Linthicum Heights, MD 21090

United States

Founded in 2000

Phone:

410-837-3022

Fax:

410-837-4189

Key Executives for LifeMark Partners, Inc.

Chief Executive Officer, President & Director
Chief Technology Officer and Senior Vice President
Senior Vice President
Treasurer and Director
Vice President of Distribution
Compensation as of Fiscal Year 2017.

LifeMark Partners, Inc. Key Developments

LifeMark Partners, Inc. Names Robert B. Olterman as Vice President of Business Development and Marketing

LifeMark Partners, Inc. announced that Robert B. Olterman, CFP is the new Vice President of Business Development and Marketing. Olterman will be responsible for the overall and day-to-day marketing activities with a focus on developing key initiatives to expand distribution opportunities and support resources for its BGA partners. For two decades, Rob has worked in the financial services industry with the bulk of his experience specializing in life insurance at AIM Systems. During his time at AIM, Olterman worked in various roles, learning the ins and outs of insurance distribution challenges and opportunities from the ground up in the following roles: case design manager in 2000, vice president; agency operations manager in January 2001; regional director in June 2006; senior vice president, national sales manager in June 2008 and his most recent position of president in 2015.

LifeMark Partners, Inc. Appoints Douglas A. Mishkin as Board Member

LifeMark Partners, Inc. announced a new member to its board of directors: Douglas A. Mishkin, president and CEO of Algren Associates, Inc. He will serve a four-year term. An active leader in the insurance industry, Mishkin served as chairman of the National Association of Independent Life Brokerage Agencies (NAILBA) in 2008, having previously served as a board member for seven years and as chair of its membership committee. In addition to his NAILBA involvement, Mishkin is currently an active member of the SubCenters (where he currently serves on their board of directors), the Professional Life Advisors Network (PLAN), Million Dollar Round Table (MDRT), the Association for Advanced Life Underwriting (AALU), and TYGERS study group.

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Recent Private Companies Transactions

Type
Date
Target
Private Placement
February 12, 2018
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Private Placement
July 5, 2017
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